{"id":9799,"date":"2015-08-28T18:11:22","date_gmt":"2015-08-28T18:11:22","guid":{"rendered":"https:\/\/www.okappy.com\/?p=9799"},"modified":"2019-08-09T12:11:52","modified_gmt":"2019-08-09T11:11:52","slug":"view-jobs-done-by-customers","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/view-jobs-done-by-customers\/","title":{"rendered":"View jobs done for customers"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">Jobs for customer report<\/h1><\/div><div class=\"fusion-text fusion-text-1\" style=\"transform:translate3d(0,0,0);\"><p>With Okappy, you can easily generate reports to see what jobs have been done by a particular customer over a given time period.<\/p>\n<p>To view all completed jobs done for a customer over a period, follow the steps below.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-bottom:31px;\"><h3 class=\"title-heading-left\" style=\"margin:0;\">Generate your jobs for customer report<\/h3><\/div><div class=\"fusion-text fusion-text-2\" style=\"transform:translate3d(0,0,0);\"><p>To generate your jobs for a particular customer<\/p>\n<ul>\n<li>Click <strong>Reports<\/strong> in the menu bar<\/li>\n<li>Click <strong>Jobs<\/strong> and then <strong>Jobs for customer<\/strong><\/li>\n<li>Select the date range covering the date the job was completed<\/li>\n<li>Select your customer<\/li>\n<li>Click <strong>Generate report<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27148\" title=\"Report jobs for customer\" src=\"https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-1024x648.png\" alt=\"Report jobs for customer\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Report-jobs-for-customer.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>This will generate a report showing the completed date, reference, job type, customer, who did the job, address and job description. You can sort any of the columns and use the filter to home in on a particular row<\/p>\n<p><img class=\"lazyload size-large wp-image-27147\" title=\"Jobs for customer report\" src=\"https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-1024x648.png\" alt=\"Jobs for customer report\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Jobs-for-customer-report.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">Export your jobs for customer report<\/h1><\/div><div class=\"fusion-text fusion-text-3\" style=\"transform:translate3d(0,0,0);\"><p>You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate <a href=\"https:\/\/www.okappy.com\/creating-dashboards-with-okappy-and-google-sheets\/\" target=\"_blank\" rel=\"noopener noreferrer\">beautiful dashboards<\/a> which show your key metrics as they change over time.<\/p>\n<p><div id=\"attachment_27149\" style=\"width: 1034px\" class=\"wp-caption alignleft\"><img aria-describedby=\"caption-attachment-27149\" class=\"lazyload size-large wp-image-27149\" title=\"Export Your Jobs For Customer Report to Microsoft Excel\" src=\"https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-1024x649.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-1024x649.png\" alt=\"Export Your Jobs For Customer Report to Microsoft Excel\" width=\"1024\" height=\"649\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27649%27%20viewBox%3D%270%200%201024%20649%27%3E%3Crect%20width%3D%271024%27%20height%3D%273649%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-768x487.png 768w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-800x507.png 800w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-1024x649.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report-1200x760.png 1200w, https:\/\/okappyimages.okappy.com\/Excel-Jobs-For-Customer-Report.png 1370w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27149\" class=\"wp-caption-text\">Export Your Jobs For Customer Report to Microsoft Excel<\/p><\/div>\n<div id=\"attachment_27150\" style=\"width: 1034px\" class=\"wp-caption alignleft\"><img aria-describedby=\"caption-attachment-27150\" class=\"lazyload size-large wp-image-27150\" title=\"Export Your Jobs For Customer Report to Google Sheets\" src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-1024x648.png\" alt=\"Export Your Jobs For Customer Report to Google Sheets\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-Jobs-For-Customer-Report.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27150\" class=\"wp-caption-text\">Export Your Jobs For Customer Report to Google Sheets<\/p><\/div><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">Share your report<\/h1><\/div><div class=\"fusion-text fusion-text-4\" style=\"transform:translate3d(0,0,0);\"><p>You can share your report by email to colleagues or your customer by clicking the email icon ( <img class=\"lazyload size-full wp-image-27153\" title=\"Email report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2716%27%20height%3D%2713%27%20viewBox%3D%270%200%2016%2013%27%3E%3Crect%20width%3D%2716%27%20height%3D%27313%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailTransparent1.png\" alt=\"Email report\" width=\"16\" height=\"13\" \/> ) at the top of the report.<\/p>\n<p><img class=\"lazyload size-large wp-image-27152\" title=\"Email Report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Email-Report-1024x648.png\" alt=\"Email Report\" width=\"1024\" height=\"648\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-4 { overflow:visible; }<\/style><\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-5\" style=\"transform:translate3d(0,0,0);\"><p>For further information about the reports you can generate from within Okappy, check the <a href=\"https:\/\/www.okappy.com\/support\/reports\/\">reports section<\/a> of our support site. \u00a0Alternatively, check out the questions and answers in our <a href=\"https:\/\/www.okappy.com\/forum\/\">forum<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-5 { overflow:visible; }<\/style><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Generate reports to show the jobs done by a customer over a given time period<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[313,319],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v16.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>View Jobs Done By Customer<\/title>\n<meta name=\"description\" content=\"With Okappy Job Management, you can easily generate reports to show and view the jobs done by customer over a given time period. 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